The one-day event, running from 9 a.m. to 4 p.m. EST, targets adults in their mid-40s and early 50s currently navigating career shifts or complex IRA and 401(k) rollovers. Alexander, who brings two decades of corporate accounting experience and a background in real estate to the table, intends to replace widespread financial anxiety with a structured approach to wealth preservation.

Participants will be introduced to six strategic rules derived from Alexander’s upcoming book, The Rollover Roadmap, co-authored with Brayden Alexander. The curriculum focuses on evaluating current account holdings, establishing concrete retirement benchmarks, and drafting a step-by-step roadmap before hitting critical transition points. Tickets for the virtual session are priced at $197, offering a practical toolkit for those struggling to manage market volatility and retirement planning without professional guidance.